Filed April 29, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $114,266 |
AON CONSULTING1 year Filed as: AON HEWITT CONSULTING, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $14,128 |
Filed as: PICKETT CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $10,650 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,806 | $80,177-12.9% | $123,894-43.7% | $57,658+21.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 7.70% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $5,605 | $2,913+92.4% | $4,617+21.4% | $1,974+184.0% |
| Participant deferral / active EE | $7,273 | $5,130+41.8% | $5,984+21.5% | $3,061+137.6% |
| Admin fee / account holder | $112 | $106+5.6% | $8,357-98.7% | $95+18.8% |